DB Fitzpatrick & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

DB Fitzpatrick & Co’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.7K	Buy	323 +33	+11%	+$988	0.01%	64
2026 Q2	$8.54K	Hold	290	–	–	0.01%	67
2026 Q1	$7.44K	Buy	290 +55	+23%	+$1.48K	0.01%	70
2025 Q4	$6.32K	Buy	235 +38	+19%	+$1.02K	0.01%	70
2025 Q3	$5.19K	Buy	197 +39	+25%	+$990	﹤0.01%	76
2025 Q2	$3.86K	Buy	158 +72	+84%	+$1.63K	﹤0.01%	83
2025 Q1	$1.9K	Buy	+86	New	+$2K	﹤0.01%	86

Other funds holding SCHX

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

SAM

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

DB Fitzpatrick & Co's SCHX Position: Q3 2026 in Review

DB Fitzpatrick & Co increased its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q3 2026, buying an estimated $988 and bringing the position to 323 shares worth $9.7K. The position accounts for 0.01% of the portfolio, ranked #64.

DB Fitzpatrick & Co first reported a position in SCHX in Q1 2025 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

DB Fitzpatrick & Co held 323 shares of Schwab US Large- Cap ETF worth $9.7K as of Q3 2026.
DB Fitzpatrick & Co bought 33 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $988.
Schwab US Large- Cap ETF made up 0.01% of DB Fitzpatrick & Co's portfolio in Q3 2026, its #64 holding.
DB Fitzpatrick & Co first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 7 quarters since.
426 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2026, filed 19 Oct 2026.